Trademark Financial Management LLC Makes New $1.05 Million Investment in Capital Group Conservative Equity ETF $CGCV

Trademark Financial Management LLC acquired a new position in Capital Group Conservative Equity ETF (NYSEARCA:CGCV) during the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 34,314 shares of the company’s stock, valued at approximately $1,046,000.

Other large investors have also recently made changes to their positions in the company. Private Trust Co. NA grew its stake in shares of Capital Group Conservative Equity ETF by 70.5% during the 4th quarter. Private Trust Co. NA now owns 3,253 shares of the company’s stock valued at $99,000 after acquiring an additional 1,345 shares during the period. Valmark Advisers Inc. raised its stake in Capital Group Conservative Equity ETF by 191.3% during the 4th quarter. Valmark Advisers Inc. now owns 233,971 shares of the company’s stock worth $7,134,000 after acquiring an additional 153,651 shares during the period. Tribridge Partners Financial LLC lifted its holdings in Capital Group Conservative Equity ETF by 9.2% during the fourth quarter. Tribridge Partners Financial LLC now owns 757,961 shares of the company’s stock valued at $23,110,000 after purchasing an additional 63,997 shares in the last quarter. Assetmark Inc. lifted its holdings in Capital Group Conservative Equity ETF by 13.9% during the fourth quarter. Assetmark Inc. now owns 62,866 shares of the company’s stock valued at $1,917,000 after purchasing an additional 7,684 shares in the last quarter. Finally, Apollon Wealth Management LLC boosted its position in shares of Capital Group Conservative Equity ETF by 22.0% in the fourth quarter. Apollon Wealth Management LLC now owns 118,180 shares of the company’s stock worth $3,603,000 after purchasing an additional 21,341 shares during the period.

Capital Group Conservative Equity ETF Price Performance

Shares of NYSEARCA CGCV opened at $30.87 on Wednesday. The firm has a fifty day moving average price of $30.84 and a 200-day moving average price of $30.65. The stock has a market cap of $1.55 billion, a PE ratio of 23.69 and a beta of 0.78. Capital Group Conservative Equity ETF has a 1 year low of $25.23 and a 1 year high of $31.96.

About Capital Group Conservative Equity ETF

The Capital Group Conservative Equity ETF (CGCV) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking total returns through investments in North American companies. CGCV was launched on Jun 25, 2024 and is issued by Capital Group.